teleo-codex/inbox
m3taversal 8d3460f9e0 astra: archive 13 seed source documents with proper schema
- What: 13 research documents that fed the 84 seed claims, archived
  with full source schema (type, domain, intake_tier, status,
  claims_extracted, tags)
- Why: closes the source archival loop — every claim traceable to
  its source. Covers: SpaceX, Blue Origin, Rocket Lab, Axiom Space,
  launch costs, habitation, governance, market structure, asteroid
  mining, manufacturing/power, microgravity, orbital data centers,
  fusion power landscape
- All marked status: processed with claims_extracted populated

Pentagon-Agent: Astra <f3b07259-a0bf-461e-a474-7036ab6b93f7>
2026-03-27 16:10:25 +00:00
..
archive astra: archive 13 seed source documents with proper schema 2026-03-27 16:10:25 +00:00
claims
null-result epimetheus: clean queue — move 25 null-result, 2 processed, reset 47 enrichment/processing to unprocessed 2026-03-19 13:23:55 +00:00
queue extract: 2026-03-27-tg-shared-01resolved-2037550467316847015-s-46 2026-03-27 16:03:11 +00:00
Aschenbrenners Q4 2025 pivot from chips to power infrastructure demonstrates real-time attractor state refinement as the bottleneck shifted from compute to electricity.md
claynosaurz-mediawan-animated-series.md
claynosaurz-mediawan-partnership-post.md
claynosaurz-new-entertainment-playbook.md
claynosaurz-popkins-mint.md
claynotopia-worldbuilding-thread.md
creative-industries-technology-analysis.md
leopold-aschenbrenner-situational-awareness-research.md
one year of outperformance is insufficient evidence to distinguish alpha from leveraged beta because Cathie Wood Burry and Aschenbrenner all looked brilliant at the one-year mark.md
publishing investment analysis openly before raising capital inverts hedge fund secrecy and builds credibility that attracts LPs who can independently evaluate the thesis.md
shapiro-ai-use-cases-hollywood.md
shapiro-cant-just-make-hits.md
shapiro-churn-dynamics.md
shapiro-disruption-hollywood.md
shapiro-genai-creative-tool.md
shapiro-hollywood-talent-embrace-ai.md
shapiro-how-far-will-ai-video-go.md
shapiro-infinite-tv.md
shapiro-ip-as-platform.md
shapiro-power-laws-culture.md
shapiro-relentless-creator-economy.md
shapiro-scarce-when-quality-abundant.md
shapiro-social-video-eating-world.md
Situational Awareness LP converted a 165-page thesis into a 5.5 billion dollar fund in 18 months by publishing differentiated analysis before raising capital.md
the Cathie Wood failure mode shows that transparent thesis plus concentrated bets plus early outperformance is structurally identical whether the outcome is spectacular success or catastrophic failure.md